Charles Schwab Corporation shares owned by Giverny Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Giverny Capital
from 13F filings
Historical chart of Giverny Capital investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Giverny Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Giverny Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $57M | 834k | 68.80 |
| 2023-09-30 | $44M | 805k | 54.90 |
| 2023-06-30 | $43M | 752k | 56.68 |
| 2023-03-31 | $64M | 1.2M | 52.38 |
| 2022-12-31 | $104M | 1.2M | 83.26 |
| 2022-09-30 | $88M | 1.2M | 71.87 |
| 2022-06-30 | $75M | 1.2M | 63.18 |
| 2022-03-31 | $97M | 1.2M | 84.31 |
| 2021-12-31 | $96M | 1.1M | 84.10 |
| 2021-09-30 | $82M | 1.1M | 72.84 |
| 2021-06-30 | $78M | 1.1M | 72.81 |
| 2021-03-31 | $67M | 1.0M | 65.18 |
| 2020-12-31 | $53M | 998k | 53.04 |
| 2020-09-30 | $35M | 960k | 36.23 |
| 2020-06-30 | $32M | 956k | 33.74 |
| 2020-03-31 | $30M | 888k | 33.62 |
| 2019-12-31 | $45M | 952k | 47.56 |
| 2019-09-30 | $39M | 936k | 41.83 |
| 2019-06-30 | $37M | 928k | 40.19 |
| 2019-03-31 | $32M | 737k | 42.76 |
| 2018-12-31 | $28M | 664k | 41.53 |
| 2018-09-30 | $25M | 506k | 49.15 |